Business Name
Part 1:Business Context & Objectives
In one or two sentences, how would you describe your business and what you sell?
What is the main reason you decided to invest in paid media now?
What are your top 1–3 business goals for the next 6–12 months? Example: increase sales, generate leads, grow brand awareness, launch a product
Which metrics matter most to you today? Examples: ROAS, CPA, number of leads, revenue, conversion rate
Part 2: Target Audience & Customer Insights
Who is your customer? Demographics (age, gender, location). For B2B: job title, company size, industry
Does your business have seasonal peaks or slow periods? If yes, which months
What is the average lifetime value (LTV) of a customer, or your average ticket/deal size? If unsure, provide a range.
What main problem or pain does your product or service solve for them?
Why do customers choose you over alternatives today?
Part 3: Competitive Landscape
Who are your main competitors? (List up to 5)
How would you describe your main competitive advantage or differentiation?
Part 4: Products, Offers & Messaging
Which products or services should we prioritize in ads? Do you have a clear value proposition or key message you want emphasized?
Are there words, claims, or angles we must avoid for legal or brand reasons?
What is your expected paid media budget? Monthly or total campaign budget. If unsure, please provide a range
Do you have any preferred channel allocation or are you open to recommendations?
Are there any deadlines or business events we should be aware of?
How quickly do you expect to start seeing results?
Part 5: Assets, Tracking & Access
Part 6: Final Questions
What concerns or risks do you have regarding paid media?
What would make you say, in 3–6 months, that this partnership was successful?
Is there anything important about your business or expectations that we haven’t covered?
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